TD Private Client Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Sell
13,869
-4,119
-23% -$509K 0.04% 265
2025
Q1
$2.15M Sell
17,988
-1,443
-7% -$173K 0.06% 212
2024
Q4
$2.43M Sell
19,431
-797
-4% -$99.6K 0.07% 203
2024
Q3
$2.5M Sell
20,228
-1,607
-7% -$199K 0.07% 211
2024
Q2
$2.48M Buy
21,835
+118
+0.5% +$13.4K 0.08% 193
2024
Q1
$2.57M Sell
21,717
-140
-0.6% -$16.6K 0.08% 191
2023
Q4
$2.49M Sell
21,857
-1,477
-6% -$168K 0.09% 185
2023
Q3
$2.36M Sell
23,334
-459
-2% -$46.3K 0.1% 178
2023
Q2
$2.55M Buy
23,793
+134
+0.6% +$14.4K 0.11% 185
2023
Q1
$2.43M Sell
23,659
-315
-1% -$32.4K 0.11% 189
2022
Q4
$2.42M Sell
23,974
-3,843
-14% -$387K 0.11% 184
2022
Q3
$2.5M Buy
27,817
+2,073
+8% +$187K 0.13% 166
2022
Q2
$2.43M Sell
25,744
-2,951
-10% -$279K 0.12% 184
2022
Q1
$3.15M Sell
28,695
-837
-3% -$91.8K 0.13% 168
2021
Q4
$3.27M Sell
29,532
-349
-1% -$38.6K 0.14% 163
2021
Q3
$3.08M Buy
29,881
+664
+2% +$68.4K 0.13% 173
2021
Q2
$3.08M Sell
29,217
-4,891
-14% -$515K 0.13% 170
2021
Q1
$3.48M Sell
34,108
-5,635
-14% -$574K 0.16% 151
2020
Q4
$3.43M Sell
39,743
-3,733
-9% -$322K 0.17% 135
2020
Q3
$2.93M Sell
43,476
-2,944
-6% -$199K 0.16% 132
2020
Q2
$3.09M Buy
46,420
+5,640
+14% +$375K 0.18% 124
2020
Q1
$2.24M Buy
40,780
+1,084
+3% +$59.5K 0.16% 132
2019
Q4
$3.39M Buy
+39,696
New +$3.39M 0.2% 123